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To set up a Catalogue go to Maintain Catalogues and select the New button.
Catalogue Supplier
Use the F4 Company Lookup for a specific Supplier. If a generic Catalogue use a valid generic supplier.
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The Catalogue lines can be maintained a number of ways.
- Maintain Catalogues
Use this method where you are not importing Catalogue lines nor linking to Items.
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- Catalogue lines can also be added at time of Purchase (through the Catalogue Lookup) and through Maintaining Cost Sheets in quoting.
THROUGH MAINTAIN CATALOGUES
Part No
Enter a 20 character user defined part number.
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Activity
Select a valid Activity Code. *******************What is the default activity code for?? It does not default here**also the Catalogue line through Maintain Items does not require an Activity Code.
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This additional information is for reporting and searching purposes.
BILL TYPE
IP - This designates the Process that will generate when this Catalogue is used to create a Sales Order line. This is explained in more depth in the Quotation manual.
THROUGH MAINTAIN ITEMS
Once you have entered an Item you can add to a Catalogue through the Catalogue Tab.
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S - Takes you to additional detail that you can append to the Catalogue line.
THROUGH IMPORT LINES
The field list gives a summary of the comma delimited .txt file that will be imported or the columns in an excel .csv file. The optional fields are shown.
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Create Item: Stock Item/Non Stock Item/ No Creation.
Do you want to create an item and if you do select whether it is a Stock Item or Non Stock Item.
FIELD DEFAULT
Import File
Defaults path from system Control file. Search for the file through the file drop down.
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